Feb 2 • 31M

How to manage your investments in 2022

Peter Esho
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I’m Peter Esho and I publish podcasts here about socialy responsible investing. You can get my weekly notes at peteresho.com Socially responsible and ethical investing is area I’m increasingly facinated with, combining my passion for investing with my desire to also help make the world a better place for my children and their children. My goal is for you to take away weekly snippets from lessons I’m learning across impact and ethical investing.
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I recently sat down with my business partner Dom Nesci last week to record the first episode of Wealthi’s 2022 podcast series. We spoke about a range of topics including something I’m watching very closely this year which is how things adjust to a rising interest rate environment.

I’ve decided to connect our podcast into this newsletter format to make it easier for you to tune in and listen whenever we publish something together.

Our chat was centred on recent talk of rising rates in both Australia and the United States. Rising rates are both an opportunity and a threat. It’s important to be on the right side of the fence. I discussed the difference between investors and owner occupiers in a rising rate environment in the note below. Worth a read if you haven’t already.

Wealthi Research
What really happens to real estate when interest rates start rising?
There’s no doubt that interest rates are on a different trajectory now after falling to their lowest levels in more than 600 years. We must keep in mind that we are coming off some ultra low levels. When we look at what the markets are pricing, we saw at least a couple of rate rises in the United Stat…
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It’s also great to see that some of the themes I wrote about late last year are starting to play out as expected. I’m particularly watching oil prices flirt with new highs and the resilience in carbon prices, which to date, are still hanging in there very strong. If you missed my commodities outlook for this year, its worth another read.

Peter Esho
Investment outlook for 2022 - Part 4 (Commodities)
Over the last few weeks, I’ve started to bring you the four key investment themes I’m watching for 2022. I discussed Food before the Glasgow summit recently, if you missed it you can read the note here. The third theme and my focus in this note is on Commodities…
Read more

I hope the new year has been kind to you and I’m really excited about sharing more insights with you in this new format throughout the year. If you haven’t already, I encouage you to sign up to get updates delivered to you each time they are posted.